|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$604M
|
+$39M
|
+1,485,459
|
+7%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$562M
|
+$3.86M
|
+146,848
|
+0.7%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$391M
|
+$184M
|
+7,002,364
|
+83%
|
|
|
4
|
Adero Partners
Pleasanton,
California
|
$160M
|
+$7.57M
|
+288,205
|
+5%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$157M
|
+$5.61M
|
+213,531
|
+4%
|
|
|
6
|
Carlson Capital Management
Northfield,
Minnesota
|
$98.7M
|
+$432K
|
+16,451
|
+0.4%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$79.9M
|
+$1.31M
|
+49,739
|
+2%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$71.2M
|
+$10.2M
|
+386,800
|
+16%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$54.8M
|
+$4.18M
|
+159,039
|
+8%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$54.5M
|
+$2.8M
|
+106,516
|
+5%
|
|
|
11
|
Aprio Wealth Management
Atlanta,
Georgia
|
$50.7M
|
+$5.44M
|
+206,991
|
+11%
|
|
|
12
|
Planning Center Inc
Moline,
Illinois
|
$47.7M
|
+$1.14M
|
+43,290
|
+2%
|
|
|
13
|
Satovsky Asset Management
New York
|
$42M
|
+$102K
|
+3,891
|
+0.2%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$41.5M
|
+$10.2M
|
+389,297
|
+31%
|
|
|
15
|
|
$39.8M
|
+$13.3M
|
+507,745
|
+48%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$38M
|
+$417K
|
+15,885
|
+1%
|
|
|
17
|
Clarius Group LLC
Seattle,
Washington
|
$37.3M
|
+$16M
|
+607,188
|
+70%
|
|
|
18
|
High Probability Advisors
Pittsford,
New York
|
$32.3M
|
-$245K
|
-9,308
|
-0.7%
|
|
|
19
|
Foster Group
West Des Moines,
Iowa
|
$31.3M
|
+$1.14M
|
+43,418
|
+4%
|
|
|
20
|
Bridgewater Advisors
New York
|
$29.1M
|
-$21.3M
|
-811,910
|
-41%
|
|
|
21
|
Park Avenue Securities
New York
|
$22.1M
|
+$2.33M
|
+88,730
|
+11%
|
|
|
22
|
TCI Wealth Advisors
Tucson,
Arizona
|
$18.1M
|
+$3.34M
|
+126,968
|
+21%
|
|
|
23
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$16.9M
|
+$745K
|
+28,375
|
+4%
|
|
|
24
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$16M
|
+$1.32M
|
+50,357
|
+9%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$15.7M
|
-$1.75M
|
-66,793
|
-10%
|
|
